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Streamlined bookkeeping
for your business
Start with the essentials and add what you need. Every engagement includes categorized transactions, to‑the‑penny reconciliation, and a monthly close you can build decisions on.
Core services
Payroll Processing
Calculating employee wages, withholding taxes, filing payroll tax returns, and managing benefits — run accurately and on schedule so your team is paid right and your filings are never late.
- Gross‑to‑net wage calculations
- Tax withholding & deposits
- Quarterly & annual payroll returns
- Benefits, PTO & deduction tracking
- New‑hire & contractor onboarding
- Year‑end W‑2 / 1099 preparation
Budget & Forecasting
Developing and managing budgets, creating financial forecasts, and analyzing variances — so you can see what’s coming, fund it in advance, and course‑correct while it still matters.
- Annual & rolling budgets
- 13‑week cash‑flow forecasting
- Budget‑vs‑actual variance analysis
- Scenario & what‑if modeling
- KPI dashboards & margin tracking
- Quarterly review & re‑forecast
Invoice Management
Sending invoices to all your clients, tracking payments, and monitoring aging reports — so revenue you’ve earned actually lands in the bank instead of sitting in someone’s inbox.
- Recurring & one‑off client invoicing
- Payment tracking & application
- A/R aging reports & follow‑up
- Statements & gentle collections
- Deposit matching & reconciliation
- Days‑sales‑outstanding reporting
Also available
Everything else
your books need
Mix and match — your engagement covers only what you actually need.
Monthly bookkeeping & reconciliation
Every transaction categorized and every account reconciled to the penny, with a consistent monthly close.
Accounts payable & bill pay
Vendor bills entered, approved on your schedule, and paid on time — with clean records behind every payment.
Financial reporting & KPIs
Monthly P&L, balance sheet, and cash‑flow statements, plus the two or three numbers that actually drive your business.
Catch‑up & cleanup
Behind by months or years? We bring the books current, fix mis‑categorizations, and reconcile every period.
QuickBooks & Xero setup
New file setup or migration, a sensible chart of accounts, and connected feeds done right the first time.
Year‑end & CPA‑ready packages
Books tied out, documented, and handed to your tax preparer so filing is fast and stress‑free.
Pricing & fit
Priced to the work,
not by the hour
No packages to force‑fit, no hourly meter. After a quick look at your books — volume, accounts, and the add‑ons you choose — Debbie gives you one clear number on your free consultation. Not sure where you stand? Run the 60‑second books check first.
Not sure which pieces you need?
That’s exactly what the free consultation is for. Thirty minutes, no obligation.